Senior Director, FP&A - Revenue Operations

Accountabilities

• • Strategic reporting and analysis: Design and scale financial and operational reporting that provides leadership with clear, actionable insights; develop daily dashboards covering top-line performance and key operating metrics; automate recurring reporting packages, investor reporting, and banking reports; and prepare ad hoc analyses for senior management and Board-level stakeholders.
  • KPI and performance management: Establish and evolve KPIs covering revenue, bookings, billings, ARR, customer retention, and other critical business drivers; identify performance gaps and recommend actions that improve visibility, efficiency, and growth.
  • Strategic planning and forecasting: Build and maintain sophisticated financial models for scenario planning, long-term forecasting, and strategic decision-making; support the annual operating plan, monthly forecasting cycles, and rolling five-year strategic plan.
  • Revenue and business analysis: Analyze revenue drivers, customer behavior, operational efficiency, market trends, competitive dynamics, and macroeconomic factors to identify growth opportunities, emerging risks, and performance optimization levers.
  • Systems design and integration: Partner with Business Systems and other stakeholders to develop a centralized repository for financial and operational data, optimize financial technology and reporting tools, and ensure data quality, consistency, and integrity across platforms.
  • Acquisition integration: Lead ongoing integration activities related to acquisitions, including historical data normalization, customer data integration, general ledger mapping, and associated systems enhancements.
  • FP&A technology optimization: Optimize the organization’s planning, reporting, and automation environment, including Adaptive Insights, while identifying opportunities to increase efficiency through technology and AI-enabled capabilities.
  • Cross-functional leadership: Build strong partnerships across Finance, Business Systems, and other business functions, translating complex financial and operational information into clear recommendations and building consensus around strategic priorities.

  Requirements

  • Experience: 10+ years of experience in financial analysis, FP&A, revenue operations, business systems, or a closely related discipline, with significant experience operating in complex, data-intensive environments.
  • Education: Bachelor’s degree in Finance, Business, Accounting, or a related field, or equivalent relevant experience.
  • SaaS expertise: Strong understanding of subscription-based business models and SaaS metrics, particularly ARR/MRR, bookings, billings, revenue, and customer retention; experience in K-12 or public-sector software markets is advantageous.
  • Financial modeling: Exceptional financial modeling and analytical capabilities, with the ability to evaluate complex business drivers and translate findings into strategic recommendations.
  • Data and systems: Demonstrated expertise in system design, data consolidation, systems integration, and data normalization, particularly across large and complex datasets.
  • Technology proficiency: Experience with NetSuite and Adaptive Insights, as well as business intelligence platforms such as Tableau or Power BI.
  • Private equity experience: Experience working within a private equity-backed SaaS organization is strongly preferred.
  • Executive communication: Exceptional communication and presentation skills, with the ability to distill complex financial and operational data into concise, compelling insights for senior executives and other stakeholders.
  • Leadership and influence: Proven ability to foster effective working relationships, build consensus, influence stakeholders, and collaborate across functions in a rapidly evolving environment.
  • AI and automation: Experience using AI and automation to improve financial processes, reporting, analytical efficiency, or decision-making is strongly preferred.
  • Strategic mindset: Ability to combine rigorous financial analysis with commercial judgment, identify meaningful business trends, and connect data insights to broader organizational objectives.
  • Problem-solving: Strong analytical, critical-thinking, and problem-solving skills, with a high level of attention to detail and a proactive approach to identifying opportunities for improvement.

  Benefits

  • Remote-first work environment with workplace flexibility.
  • Flexible paid time off.
  • Paid parental leave.
  • 11 paid holidays per year.
  • Medical, dental, and vision coverage, with medical coverage paid 100% for employees on the employee-only plan.
  • 401(k) employer contributions to support long-term financial planning.
  • Company-paid life insurance.
  • Short-term and long-term disability coverage.
  • Opportunity to work with diverse, highly skilled teams in a mission-driven technology environment.
  • Exposure to experienced leadership, mentorship, and opportunities for long-term career development.
  • Opportunity to influence financial strategy, reporting infrastructure, and scalable business systems within a growing SaaS organization.
  • Remote position available across the United States, with compensation varying by location, experience, knowledge, skills, and qualifications.
  • Eligible incentive compensation may be available depending on role and location.
  • For certain states, including California, Colorado, New Jersey, New York, and Washington, candidates may request an estimate of applicable base and incentive compensation.